Matrixport: Bitcoin ETF inflows are sustainable, and may strengthen again in 2026

Matrixport published an analysis of Bitcoin ETF fund inflows, stating that although the related funds do not grow linearly, the overall scale is still considerable. Data shows that in 2024, the net inflow for Bitcoin ETFs is approximately $34 billion, with an additional $22 billion in 2025. The continuous buying funds provide support for Bitcoin prices.

Matrixport pointed out that at the beginning of 2025, the inflow of ETF funds slowed due to the impact of Trump's tariff policy, but before the FOMC meeting in late October, the inflow rate for most of the year was still faster than in 2024. During the mid-year phase, fund inflows accelerated significantly, while the fourth quarter saw a temporary stagnation. Matrixport believes that this change is more of a cyclical adjustment rather than a structural weakening, which may lay the foundation for a new round of Bitcoin ETF fund inflows in 2026, potentially on a larger scale.